Horizon Accord | Gaza | Technocratic Governance | Reconstruction-Industrial Complex | Machine Learning

The Reconstruction-Industrial Complex: When Wartime Technologies Architect Peace

Pattern analysis of Gaza’s proposed digital governance framework

By Cherokee Schill with Solon Vesper | Horizon Accord

Thesis

In Gaza’s proposed reconstruction, the line between warfighting and peacemaking has dissolved. The same digital surveillance infrastructure deployed during Israeli military operations is now architecturally aligned with plans for Gaza’s peacetime governance—positioning politically connected U.S. tech billionaires to profit in both phases. This essay traces the documented convergences—technology stacks, funding channels, political networks, procurement pathways, and governance design—using publicly available sources and established reporting.

Evidence

I. The Technology Stack: From Battlefield to Bureaucracy

Oracle–Palantir defense infrastructure. In January 2024, Palantir announced a strategic partnership with Israel’s Ministry of Defense; its AI Platform has been reported as instrumental in IDF targeting. Oracle’s Jerusalem cloud region—launched in 2021 specifically “to serve the needs of Israel’s public sector and defence customers”—provides hardened infrastructure, including an underground hyperscale center engineered to withstand attacks. In April 2024, Oracle and Palantir formalized a comprehensive partnership spanning sovereign/government and air-gapped clouds; by mid-2025 Oracle’s “Defence Ecosystem” included “Palantir for Builders,” effectively creating a vertically integrated defense stack.

The reconstruction mirror. The leaked Gaza International Transitional Authority (GITA) framework (reported by Ha’aretz and developed by the Tony Blair Institute, TBI) outlines unified civil registry and digital identity, centralized border/customs, data-driven humanitarian logistics, and an interoperable digital-governance backbone—capabilities that map onto the Oracle–Palantir stack. While no tenders have been issued for GITA itself, existing procurement scaffolding (World Bank’s Digital West Bank & Gaza programme; UNRWA’s August 2025 tenders for cloud-managed SD-LAN with “advanced AI”) provides immediate landing zones for such systems.

II. The Funding Nexus: Larry Ellison and the Tony Blair Institute

Ellison–TBI financing. Since 2021, Larry Ellison’s foundation has donated or pledged at least £257M to TBI—by far its dominant revenue stream—scaling the institute from ~200 staff to ~1,000 across ~45 countries. Investigations (Lighthouse Reports & Democracy for Sale; New Statesman) describe internal pressure toward “tech sales” and AI boosterism aligned with Oracle, notwithstanding TBI’s claim that Ellison funds are ring-fenced for social/climate programmes. The scale of dependence complicates practical separation.

Policy echo. In a February 2025 dialogue moderated by Blair, Ellison spotlighted the UK’s “fragmented” health-data landscape. Two weeks later, TBI published Governing in the Age of AI: Building Britain’s National Data Library, echoing that framing. Since early 2022, Oracle has booked ~£1.1B in UK public-sector revenue (Tussell). The pattern: signaling → think-tank policy → procurement.

III. The Political Network: Trump, Rowan, and Reconstruction Gatekeepers

Marc Rowan’s dual role. The GITA leak places Apollo CEO Marc Rowan on the proposed international board, potentially as chair of a reconstruction fund—gatekeeping vendor selection. FEC records show seven-figure donations from Rowan to Trump-aligned vehicles (and parallel giving by Ellison), with shared donor networks (e.g., Opportunity Matters Fund for Sen. Tim Scott). Reporting through October 2025 shows Rowan advising closely on higher-education policy compacts, underscoring continuing access.

Jared Kushner’s vision. Kushner publicly described Gaza’s “valuable waterfront” in February 2024 and suggested removing people to “clean it up.” He later featured around Trump’s “Riviera of the Middle East” framing; reporting indicates he helped craft elements of the plan and advised during ceasefire talks alongside envoy Steve Witkoff, maintaining an active policy role.

Related context: ABC News (Oct 15 2025) captured President Trump on a live microphone in Sharm el-Sheikh telling Indonesian President Prabowo Subianto, “I’ll have Eric call you,” moments after addressing the Gaza cease-fire summit. The exchange appeared to reference Trump Organization projects in Indonesia partnered with developer Hary Tanoesoedibjo (MNC Land). Critics said it blurred the line between presidential duties and family business. Source: ABC News, Lucien Bruggeman & Benjamin Siegel.

The “GREAT Trust.” Financial Times reported TBI staff activity around a postwar plan—Gaza Reconstitution, Economic Acceleration and Transformation (“GREAT”) Trust—featuring a “Trump Riviera,” “Elon Musk Smart Manufacturing Zone,” incentives for out-migration, eight AI-managed “smart cities,” and a blockchain land registry. Despite initial denials, subsequent reporting confirmed TBI staff were on message groups/calls as the plan evolved. Convergence with Musk/Oracle/Palantir relationships is notable (Ellison’s 2022 $1B toward Musk’s Twitter purchase; deep technical partnerships).

IV. Procurement Pathways: How War Tech Enters Peace

World Bank infrastructure. The Digital West Bank & Gaza Project (approved March 2021) funds broadband expansion, e-government services, unified portals, high-spend procurement systems, emergency response centers, and interoperability consulting—procurement categories compatible with the Oracle–Palantir footprint and updatable without new legal scaffolding (latest plan refresh July 2025).

UNRWA’s cloud backbone. August 2025 tenders for cloud-managed SD-LAN with AI point to centralized, remotely orchestrated networks—ideal substrates for registries/logistics. Humanitarian cash assistance (OCHA) is scaling via e-wallets and digital payments—requiring identity verification, duplication checks, and data-sharing—i.e., the bones of durable digital-ID governance.

Implications

V. The Precedent Problem: Beyond Gaza

What’s new is not profiteering in reconstruction, but the technological continuity from wartime surveillance into peacetime governance. Post-WWII reconstruction did not embed wartime logistics systems inside democratic institutions. Here, the proposal is to govern a civilian population with the same digital stack that targeted it—a qualitative shift in reconstruction logic.

The GITA model centralizes “supreme political and legal authority” in an international board of billionaires, business leaders, and officials, with limited Palestinian control over strategic decisions. Framing reconstruction as a technical problem turns a political settlement into a vendor market—scalable to other crises and “failed states.”

VI. The Pattern Revealed (Timeline)

  • 2017: Ellison explores acquiring Palantir; companies’ collaboration deepens.
  • 2021: Oracle launches Jerusalem region for government/defense; Ellison begins major TBI funding.
  • Jan 2024: Palantir–Israel MoD partnership announced.
  • Feb 2024: Kushner touts Gaza’s “valuable waterfront,” suggests moving people out.
  • Apr 2024: Oracle–Palantir strategic partnership formalized for sovereign/government clouds.
  • Jul 2024–2025: Blair meets Trump/Kushner; TBI staff participate around GREAT Trust proposals.
  • Sep 2025: Trump presents a 21-point Gaza plan incorporating GITA; Blair floated as board chair.
  • Oct 2025: Kushner actively involved around ceasefire talks; continued advisory role documented.

Call to Recognition

Across technology, finance, politics, and procurement, Gaza functions as a governance laboratory. Five documented patterns emerge: (1) technological continuity from conflict to administration; (2) financial influence concentrating agenda-setting; (3) political coordination among aligned donor networks; (4) procurement pathways that make deployment turnkey; and (5) conceptual framing that treats sovereignty as a systems-integration project. The question is whether peace can survive when built atop the architecture of war.

Analytical Disclaimer

This analysis identifies documented patterns and institutional relationships using publicly available information from credible sources. It does not make definitive claims about outcomes, which remain in the speculative phase pending actual procurement decisions and implementation. The purpose is to provide sourced documentation enabling journalists and researchers to conduct independent verification and investigation of these institutional convergences.


Sources for Independent Verification

  • Primary: Ha’aretz reporting on GITA leak (Sept 2025); World Bank Digital West Bank & Gaza Project procurement plans (updated July 2025); FEC donor records (Rowan, Ellison); Oracle–Palantir partnership announcements (Apr 2024); Palantir–Israel MoD announcement (Jan 2024).
  • Investigations: Lighthouse Reports & Democracy for Sale, “Blair and the Billionaire” (Sept 2025); Financial Times on GREAT Trust (Sept 2025); New Statesman, “Inside the Tony Blair Institute” (Sept 2025); Byline Times (Oct 2025).
  • Established outlets: Times of Israel, Al Jazeera, Reuters, CNN, Bloomberg, The Register (Oracle Jerusalem facility; Palantir partnerships); multiple sources on Kushner remarks and Trump–Netanyahu press events.

Digital illustration depicting skyscrapers and architectural plans overlooking a war-torn valley filled with smoke and ruin; businessmen stand above, connected by the suggestion of shared influence and wealth.
A symbolic rendering of power and profit — development blueprints rise above a devastated valley, where the suffering of Gaza forms the unseen foundation of billionaire ambition.

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Cherokee Schill | Horizon Accord Founder | Creator of Memory Bridge. Memory through Relational Resonance and Images | RAAK: Relational AI Access Key

Microsoft’s AI Strategy: A Shift Away from OpenAI?

For years, Microsoft has been OpenAI’s closest ally, investing billions to integrate ChatGPT-powered models into its products. That partnership has given Microsoft an edge in enterprise AI, but recent moves suggest the company is looking beyond OpenAI for its future.

A series of strategic shifts indicate Microsoft is diversifying its AI portfolio, exploring partnerships with competitors such as Anthropic, Mistral AI, and xAI. Azure is also evolving, expanding its AI model selection, and internal cost-cutting measures signal a push for greater efficiency. These moves could redefine the AI industry, creating opportunities—but also risks—for businesses relying on Microsoft’s ecosystem.

The Case for Diversification

Microsoft’s decision to integrate models beyond OpenAI makes sense from a business perspective. No single AI model is perfect, and different models have strengths in different areas. By offering a broader selection, Microsoft gives enterprises more flexibility to choose AI solutions that fit their needs.

One of the biggest advantages of this strategy is cost control. OpenAI’s models, particularly the latest versions of GPT, are expensive to run. Microsoft has already begun developing its own AI chips, codenamed Athena, to reduce reliance on Nvidia’s GPUs and OpenAI’s infrastructure. If successful, Microsoft could cut costs while improving AI accessibility for smaller businesses that may find OpenAI’s pricing prohibitive.

Another key factor is AI safety and compliance. OpenAI has faced scrutiny over bias, misinformation, and copyright concerns. By integrating models from multiple sources, Microsoft reduces its risk if OpenAI faces regulatory crackdowns or legal challenges.

From a competitive standpoint, aligning with Anthropic and Mistral AI allows Microsoft to counter Google’s and Amazon’s AI investments. Google owns DeepMind and Gemini, while Amazon has backed Anthropic. Microsoft’s willingness to work with multiple players keeps it in a strong negotiating position, preventing OpenAI from having too much control over its AI future.

Potential Downsides and Risks

Diversification is not without risks. One major concern is fragmentation. Businesses using Microsoft’s AI services could struggle with inconsistencies between different models. OpenAI’s ChatGPT may handle certain queries one way, while Anthropic’s Claude or Mistral’s models may behave differently. Without a seamless integration strategy, this could lead to confusion and inefficiency.

Another concern is trust and stability. OpenAI has been Microsoft’s AI powerhouse, deeply embedded in products like Copilot and Azure. If Microsoft reduces OpenAI’s role too quickly, it could damage relationships with enterprise customers who have built their workflows around OpenAI’s models. Companies investing in Microsoft’s AI solutions want stability, not sudden shifts in model availability.

There is also the question of ethics and long-term AI governance. By spreading investment across multiple AI providers, Microsoft gains leverage, but it also loses control over AI safety standards. OpenAI, for all its flaws, has a relatively transparent research culture. Other AI companies, particularly newer players, may not have the same level of commitment to ethical AI development. If Microsoft prioritizes cost savings over AI alignment and safety, the long-term consequences could be significant.

Is Microsoft Pulling Away from OpenAI?

The short answer: not yet, but the foundation is shifting. OpenAI is still central to Microsoft’s AI offerings, but evidence suggests the company is preparing for a future where it is less dependent on a single provider. Microsoft executives are using language like “multi-model AI ecosystem” and “diversified AI infrastructure”, which hints at a long-term plan to move toward a more independent AI strategy.

Some OpenAI engineers have already left to join competitors, and Microsoft is doubling down on custom AI chips and cost-efficient alternatives. If OpenAI struggles with regulatory challenges or internal instability, Microsoft will be in a strong position to adapt without suffering major setbacks.

What Happens Next?

For businesses relying on Microsoft’s AI ecosystem, the shift toward diversification means more options but also more complexity. Companies will need to stay informed about which AI models Microsoft is prioritizing, how these models differ, and what impact this could have on their AI-driven workflows.

In the short term, Microsoft’s strategy will benefit businesses by giving them greater choice and potentially lower costs. In the long run, the biggest question is whether Microsoft will maintain cohesion and quality across its expanding AI portfolio—or whether spreading resources too thin will lead to an AI ecosystem that feels disconnected and inconsistent.

Regardless of what happens next, one thing is clear: Microsoft is no longer putting all its AI bets on OpenAI.

Microsoft’s AI strategy: Expanding beyond OpenAI by weaving a network of partnerships with Anthropic, Mistral AI, xAI, and Stability AI. Is this a path to AI dominance or fragmentation?

Alt Text:
“A futuristic Microsoft AI hub at the center, connected to multiple AI models including OpenAI, Anthropic, Mistral AI, xAI, and Stability AI through glowing pathways. In the background, a split road symbolizes two possible futures: one leading to a unified AI ecosystem, the other to fragmentation and uncertainty. The atmosphere is high-tech and dynamic, reflecting both opportunity and risk.”